Student Portfolio Setup

The student portfolio is a dedicated space where educational institutions can conveniently upload important documents for students, including report cards, transcripts, and admission paperwork.

The Student Portfolio requires some initial setup before it can be utilized on the student screens.

The setup process is carried out in the School Profile. An Administrator must navigate to the School Profile and access the Settings tab. Within this tab, the school administrator will need to add Collections. Collections are essentially groups, which enable the school to determine and customize the specific groups they wish to incorporate. Collections are optional but provide tagging in the Student Portfolio for improved organization and enhanced searchability of documents.

School Portfolio Permissions

The School Portfolio is governed by permissions. The school user who controls permissions has the ability to grant the appropriate Security Groups permission to access the School Portfolio.

Permissions are managed in the School Profile under the Security section.

The Student Portfolio can be accessed under the Students Permissions.

The school can select which group should have this permission and choose to allow them to view, manage, or both for the users in the selected security group.